Rex Behrashi is a registered investment advisor, based in Irvine, CA, with 13 years of industry experience.
Location
4000 Barranca Parkway, Suite 250, Irvine, CA, 92604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rex sells insurance products, including life insurance and annuities, since 2017. Rex is also the owner of BLU Financial Planning, providing financial planning, investment advising, and retirement planning, dedicating about a quarter of his time.
Employment History
Current Registrations
The O.N. Equity Sales Company
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nylife Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.